KWM
PSTP icon

KFG Wealth Management’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

KFG Wealth Management’s Portfolio PSTP Stock Details PSTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.69M Sell
252,009
-268,072
-52% -$9.46M 1.12% 18
2025
Q4 		$18.4M Sell
520,081
-130,575
-20% -$4.57M 2.46% 10
2025
Q3 		$22.6M Buy
650,656
+50,785
+8% +$1.73M 3.27% 8
2025
Q2 		$20M Buy
599,871
+21,407
+4% +$682K 3.22% 7
2025
Q1 		$18.2M Buy
578,464
+8,371
+1% +$269K 3.3% 6
2024
Q4 		$18.3M Buy
570,093
+29,578
+5% +$945K 3.41% 7
2024
Q3 		$17M Buy
540,515
+33,236
+7% +$1.02M 3.71% 5
2024
Q2 		$15.5M Buy
507,279
+34,468
+7% +$1.02M 6.13% 2
2024
Q1 		$14M Buy
472,811
+15,824
+3% +$456K 5.73% 3
2023
Q4 		$12.9M Buy
456,987
+49,532
+12% +$1.35M 5.88% 4
2023
Q3 		$10.9M Buy
407,455
+8,718
+2% +$237K 5.9% 3
2023
Q2 		$10.9M Buy
398,737
+59,939
+18% +$1.58M 6.37% 3
2023
Q1 		$8.84M Buy
338,798
+213,275
+170% +$5.44M 6.12% 4
2022
Q4 		$3.12M Buy
+125,523
New +$3.1M 3.19% 8

Other funds holding PSTP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return